TIA
Tiemann Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Hold |
2,960
| – | – | 0.26% | 72 |
|
|
2025
Q1 | $591K | Sell |
2,960
-49
| -2% | -$9.78K | 0.27% | 73 |
|
|
2024
Q4 | $665K | Sell |
3,009
-98
| -3% | -$21.7K | 0.3% | 67 |
|
|
2024
Q3 | $686K | Sell |
3,107
-136
| -4% | -$30K | 0.3% | 66 |
|
|
2024
Q2 | $658K | Buy |
3,243
+1
| +0% | +$203 | 0.29% | 70 |
|
|
2024
Q1 | $682K | Buy |
3,242
+2
| +0.1% | +$421 | 0.3% | 71 |
|
|
2023
Q4 | $650K | Buy |
3,240
+4
| +0.1% | +$803 | 0.32% | 69 |
|
|
2023
Q3 | $572K | Hold |
3,236
| – | – | 0.31% | 71 |
|
|
2023
Q2 | $606K | Sell |
3,236
-248
| -7% | -$46.4K | 0.31% | 71 |
|
|
2023
Q1 | $622K | Buy |
3,484
+2
| +0.1% | +$357 | 0.34% | 68 |
|
|
2022
Q4 | $607K | Buy |
3,482
+105
| +3% | +$18.3K | 0.36% | 66 |
|
|
2022
Q3 | $557K | Sell |
3,377
-2,200
| -39% | -$363K | 0.36% | 63 |
|
|
2022
Q2 | $945K | Buy |
5,577
+1
| +0% | +$169 | 0.5% | 54 |
|
|
2022
Q1 | $1.15M | Sell |
5,576
-6
| -0.1% | -$1.23K | 0.53% | 51 |
|
|
2021
Q4 | $1.24M | Buy |
5,582
+2,203
| +65% | +$490K | 0.53% | 52 |
|
|
2021
Q3 | $739K | Hold |
3,379
| – | – | 0.35% | 70 |
|
|
2021
Q2 | $775K | Buy |
3,379
+1
| +0% | +$229 | 0.36% | 69 |
|
|
2021
Q1 | $746K | Buy |
3,378
+188
| +6% | +$41.5K | 0.37% | 67 |
|
|
2020
Q4 | $625K | Hold |
3,190
| – | – | 0.33% | 76 |
|
|
2020
Q3 | $478K | Sell |
3,190
-66
| -2% | -$9.89K | 0.3% | 83 |
|
|
2020
Q2 | $466K | Sell |
3,256
-12
| -0.4% | -$1.72K | 0.32% | 77 |
|
|
2020
Q1 | $374K | Hold |
3,268
| – | – | 0.32% | 78 |
|
|
2019
Q4 | $541K | Sell |
3,268
-210
| -6% | -$34.8K | 0.37% | 71 |
|
|
2019
Q3 | $526K | Sell |
3,478
-195
| -5% | -$29.5K | 0.38% | 69 |
|
|
2019
Q2 | $571K | Hold |
3,673
| – | – | 0.41% | 65 |
|
|
2019
Q1 | $562K | Hold |
3,673
| – | – | 0.43% | 62 |
|
|
2018
Q4 | $492K | Hold |
3,673
| – | – | 0.44% | 62 |
|
|
2018
Q3 | $619K | Sell |
3,673
-75
| -2% | -$12.6K | 0.47% | 58 |
|
|
2018
Q2 | $614K | Hold |
3,748
| – | – | 0.49% | 57 |
|
|
2018
Q1 | $569K | Hold |
3,748
| – | – | 0.46% | 64 |
|
|
2017
Q4 | $571K | Hold |
3,748
| – | – | 0.46% | 64 |
|
|
2017
Q3 | $555K | Hold |
3,748
| – | – | 0.47% | 67 |
|
|
2017
Q2 | $528K | Buy |
3,748
+100
| +3% | +$14.1K | 0.47% | 66 |
|
|
2017
Q1 | $502K | Sell |
3,648
-430
| -11% | -$59.2K | 0.46% | 64 |
|
|
2016
Q4 | $550K | Hold |
4,078
| – | – | 0.54% | 59 |
|
|
2016
Q3 | $507K | Hold |
4,078
| – | – | 0.46% | 69 |
|
|
2016
Q2 | $469K | Hold |
4,078
| – | – | 0.44% | 74 |
|
|
2016
Q1 | $451K | Hold |
4,078
| – | – | 0.45% | 71 |
|
|
2015
Q4 | $459K | Buy |
4,078
+1,555
| +62% | +$175K | 0.47% | 68 |
|
|
2015
Q3 | $276K | Buy |
+2,523
| New | +$276K | 0.3% | 116 |
|